Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 74 U.S. retirement plans report holding Prin Lifetime Hybr 2015 Cit Z in their Schedule of Assets, totaling $59.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOE GIBBS RACING, LLC JOE GIBBS RACING 401(K) SAVINGS PLAN | HUNTERSVILLE NC | 479 | $80.8M | $6.8M |
| 2 | VAN DIEST SUPPLY CO VAN DIEST SUPPLY CO 401(K) RETIREMENT PLAN | WEBSTER CITY IA | 532 | $54.0M | $6.4M |
| 3 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN |
NEWPORT NEWS VA |
| 309 |
| $64.0M |
| $5.2M |
| 4 | MANDEX, INC. MANDEX, INC. 401(K) & PROFIT SHARING PLAN | FAIRFAX VA | 124 | $18.6M | $3.2M |
| 5 | SK BATTERY AMERICA, INC. SK BATTERY AMERICA, INC. 401(K) PLAN | COMMERCE GA | 1,708 | $16.7M | $2.4M |
| 6 | JAMESTOWN S'KLALLAM TRIBE JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN | SEQUIM WA | 423 | $34.5M | $2.4M |
| 7 | S-ONE HOLDINGS CORPORATION S-ONE HOLDINGS CORPORATION RETIREMENT PLAN | SARASOTA FL | 169 | $28.3M | $2.0M |
| 8 | LANDSCAPES UNLIMITED, LLC LANDSCAPES UNLIMITED, LLC 401(K) PLAN | LINCOLN NE | 1,495 | $34.5M | $1.9M |
| 9 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $1.8M |
| 10 | TEAM RONCO INCORPORATED RONCO EMPLOYEES 401(K) SAVINGS PLAN | CLAYTON NC | 137 | $31.1M | $1.8M |
